WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

68 hedge funds and large institutions have $258M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
6
Increased
20
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
$40.3M
2
KIM
Karpus Investment Management
New York
$32.6M
3
EML
Eos Management LP
New York
$2.84M
4
MIG
Mariner Investment Group
New York
$4.61M
5
KFS
KMS Financial Services
Washington
$1.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.92M
2
DA
Doliver Advisors
Texas
$903K
3
CA
Cornerstone Advisors
North Carolina
$0
4
Wells Fargo
Wells Fargo
California
$60M
5
PIA
Peachtree Investment Advisors
Georgia
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$880K -$47.5K -3,855 -5%
GC
27
Guggenheim Capital
Illinois
$834K – – –
MFS
28
MSI Financial Services
Massachusetts
$710K -$257K -20,899 -27%
IAS
29
IMA Advisory Services
Colorado
$703K – – –
HighTower Advisors
30
HighTower Advisors
Illinois
$680K +$80.3K +6,525 +13%
LCM
31
Landscape Capital Management
New Jersey
$588K -$230K -18,691 -28%
GWI
32
Grace & White Inc
New York
$526K – – –
SHA
33
Smith Hayes Advisers
Nebraska
$451K +$30.8K +2,500 +7%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$432K -$86.2K -7,000 -17%
V
35
Veritable
Delaware
$391K – – –
WKWM
36
Walter & Keenan Wealth Management
Indiana
$345K – – –
CCB
37
Cutter & Co Brokerage
Missouri
$301K -$4.14K -336 -1%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$280K -$57.8K -4,698 -17%
TWM
39
Torch Wealth Management
Ohio
$278K -$9.8K -797 -3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$275K +$801 +65 +0.3%
PR
41
Payden & Rygel
California
$241K – – –
WS
42
Wedbush Securities
California
$225K +$1.2K +97 +0.5%
FFA
43
First Foundation Advisors
California
$219K +$219K +17,817 New
KAM
44
Knightsbridge Asset Management
California
$213K -$7.39K -600 -3%
AP
45
Advisors Preferred
Maryland
$179K -$40K -3,247 -18%
CL
46
CSS LLC
Illinois
$153K +$789 +64 +0.5%
NPC
47
National Planning Corporation
California
$140K – – –
LCS
48
Levin Capital Strategies
New York
$136K – – –
Citigroup
49
Citigroup
New York
$123K -$6.27K -510 -5%
AIG
50
American International Group
New York
$114K – – –
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2
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